North Star Investment Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Hold |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | $196K | Buy |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $313K | Hold |
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|
2018
Q2 | $293K | Hold |
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|
2018
Q1 | $287K | Hold |
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|
2017
Q4 | $304K | Hold |
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|
2017
Q3 | $287K | Sell |
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|
2017
Q2 | $494K | Hold |
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|
2017
Q1 | $503K | Buy |
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|
2016
Q4 | $286K | Sell |
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|
2016
Q3 | $307K | Sell |
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|
2016
Q2 | $358K | Sell |
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|
2016
Q1 | $404K | Hold |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $370K | Sell |
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|
2015
Q2 | $456K | Hold |
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|
2015
Q1 | $461K | Hold |
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|
2014
Q4 | $544K | Buy |
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|
2014
Q3 | $33K | Hold |
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|
2014
Q2 | $33K | Sell |
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|
2014
Q1 | $56K | Buy |
|